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VYMSX: Voya Mid Cap Research Enhanced Index Fund Class I (MUTUAL FUND)
Basic Info 20.57 0.33(1.63%) March 27
Asset Class: | EQUITY |
MyPlanIQ Rating: | (16%) |
Start Date: | 11/13/2019 |
Last Dividend Date: | 12/12/2023 |
12-Mo. Yield | 0.81% |
Expenses | 1.20% |
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Performance Analytics (As of 03/22/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | Since 12/09/2020 |
2023 | 2022 | 2021 | 2020 | 2019 | |
---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.8 | 10.2 | 29.4 | 8.1 | 12.0 | 16.9 | -14.3 | 27.5 | 8.3 | 4.2 |
Sharpe Ratio | NA | 2.87 | 1.57 | 0.24 | 0.35 | 0.72 | -0.58 | 1.54 | 0.19 | 4.28 |
Draw Down(%) | NA | 3.1 | 14.7 | 24.8 | 43.7 | 14.7 | 23.9 | 8.2 | 43.7 | 2.4 |
Standard Deviation(%) | NA | 14.1 | 16.0 | 20.9 | 26.8 | 17.8 | 27.2 | 17.9 | 41.2 | 8.8 |
Treynor Ratio | NA | 0.39 | 0.22 | 0.05 | 0.09 | 0.11 | -0.17 | 0.24 | 0.07 | 0.34 |
Alpha | NA | 0.0 | -0.03 | -0.01 | -0.01 | -0.04 | 0.02 | 0.0 | -0.04 | -0.03 |
Beta | NA | 1.03 | 1.13 | 1.02 | 1.06 | 1.15 | 0.95 | 1.12 | 1.09 | 1.11 |
RSquared | NA | 0.74 | 0.72 | 0.76 | 0.82 | 0.77 | 0.77 | 0.74 | 0.87 | 0.8 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/09/2020
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